Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
Welltower
WELL
|
+$193M |
| 2 |
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
|
+$130M |
| 3 |
Regency Centers
REG
|
+$128M |
| 4 |
Extra Space Storage
EXR
|
+$115M |
| 5 |
Walmart
WMT
|
+$91.2M |
Top Sells
| 1 |
Ventas
VTR
|
+$223M |
| 2 |
Public Storage
PSA
|
+$177M |
| 3 |
Signet Jewelers
SIG
|
+$144M |
| 4 |
Host Hotels & Resorts
HST
|
+$128M |
| 5 |
ARG
AIRGAS INC
ARG
|
+$128M |
Sector Composition
| 1 | Real Estate | 16.66% |
| 2 | Financials | 16.07% |
| 3 | Technology | 11.9% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Healthcare | 10.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
601
Expedia Group
EXPE
$26.7B
| $19.3M | 0.03% |
179,487
-23,473
| -12% | -$2.53M |
|
|
SYKE
602
DELISTED
SYKES Enterprises Inc
SYKE
| $19.3M | 0.03% |
639,621
+8,765
| +1% | +$265K |
|
|
UFS
603
DELISTED
DOMTAR CORPORATION (New)
UFS
| $19.2M | 0.03% |
474,905
+272,106
| +134% | +$11M |
|
|
SVU
604
DELISTED
SUPERVALU Inc.
SVU
| $19.2M | 0.03% |
475,690
+67,934
| +17% | +$2.74M |
|
605
Central Pacific Financial
CPF
$834M
| $19.1M | 0.03% |
878,840
+5,770
| +0.7% | +$126K |
|
606
ProAssurance
PRA
$1.22B
| $19M | 0.03% |
376,409
+13,896
| +4% | +$703K |
|
607
Sonoco
SON
$4.54B
| $19M | 0.03% |
390,874
+14,552
| +4% | +$707K |
|
608
OGE Energy
OGE
$8.85B
| $18.9M | 0.03% |
660,371
+30,995
| +5% | +$887K |
|
|
CXO
609
DELISTED
CONCHO RESOURCES INC.
CXO
| $18.9M | 0.03% |
186,612
+167,821
| +893% | +$17M |
|
610
Tractor Supply
TSCO
$31B
| $18.9M | 0.03% |
1,041,965
+15,295
| +1% | +$277K |
|
|
XLNX
611
DELISTED
Xilinx Inc
XLNX
| $18.8M | 0.03% |
396,702
+6,810
| +2% | +$323K |
|
612
Devon Energy
DVN
$22.5B
| $18.8M | 0.03% |
685,470
+176,753
| +35% | +$4.85M |
|
613
Donaldson
DCI
$9.34B
| $18.8M | 0.03% |
589,430
+16,173
| +3% | +$516K |
|
|
ULTI
614
DELISTED
Ultimate Software Group Inc
ULTI
| $18.8M | 0.03% |
96,901
+4,993
| +5% | +$966K |
|
615
New Oriental
EDU
$9.04B
| $18.7M | 0.03% |
+541,433
| New | +$18.7M |
|
|
ITC
616
DELISTED
ITC HOLDINGS CORP
ITC
| $18.7M | 0.03% |
428,889
+11,688
| +3% | +$509K |
|
617
Freeport-McMoran
FCX
$64.4B
| $18.7M | 0.03% |
1,803,748
+159,864
| +10% | +$1.65M |
|
|
PPS
618
DELISTED
Post Properties
PPS
| $18.6M | 0.03% |
312,089
+4,267
| +1% | +$255K |
|
|
NUAN
619
DELISTED
Nuance Communications, Inc.
NUAN
| $18.6M | 0.03% |
1,147,924
+1,075,661
| +1,489% | +$17.4M |
|
620
Healthcare Services Group
HCSG
$1.14B
| $18.6M | 0.03% |
504,219
+20,269
| +4% | +$746K |
|
621
Steel Dynamics
STLD
$19.5B
| $18.6M | 0.03% |
824,352
+46,595
| +6% | +$1.05M |
|
622
Carter's
CRI
$1.04B
| $18.5M | 0.03% |
175,627
+7,701
| +5% | +$812K |
|
623
Copa Holdings
CPA
$4.73B
| $18.5M | 0.03% |
272,415
+25,684
| +10% | +$1.74M |
|
624
Essential Utilities
WTRG
$10.6B
| $18.4M | 0.03% |
579,157
+22,436
| +4% | +$714K |
|
|
DHC
625
Diversified Healthcare Trust
DHC
$1.05B
| $18.4M | 0.03% |
1,029,198
+16,783
| +2% | +$300K |
|